Aug 12, 2026 · 32 min · 17 segments
"Diversification is the only free lunch in investing." It's a famous quote attributed to the Nobel economist Harry Markowitz, and re-quoted - with conviction! - by Smead Capital Management's Bill…
Bill SmeadGuest
Josh SchaeferHost
Andrew BaryGuestChristine KashkariHost
There's a lot of hype and a lot of good news already priced into the marketplace today.
We're entering a period of so much more change that it could be a tailwind for active management.
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There's a lot of hype and a lot of good news already priced into the marketplace today.
We're entering a period of so much more change that it could be a tailwind for active management.